SCP
XOM icon

Stamos Capital Partners’s ExxonMobil XOM Stock Holding History

Stamos Capital Partners’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.7M Sell
74,583
-63,899
-46% -$9.33M 1.98% 7
2025
Q4 		$16.7M Buy
138,482
+20,531
+17% +$2.38M 2.68% 4
2025
Q3 		$13.3M Sell
117,951
-46,221
-28% -$5.14M 2.51% 5
2025
Q2 		$17.7M Buy
164,172
+94,256
+135% +$10.1M 3.17% 3
2025
Q1 		$8.32M Sell
69,916
-47,854
-41% -$5.29M 2.18% 4
2024
Q4 		$12.7M Buy
117,770
+20,030
+20% +$2.34M 2.97% 4
2024
Q3 		$11.5M Sell
97,740
-2,700
-3% -$312K 2.7% 4
2024
Q2 		$11.6M Buy
100,440
+1,090
+1% +$127K 2.45% 3
2024
Q1 		$11.5M Sell
99,350
-12,400
-11% -$1.3M 2.62% 2
2023
Q4 		$11.2M Buy
111,750
+27,330
+32% +$2.87M 3.03% 5
2023
Q3 		$9.93M Sell
84,420
-10,530
-11% -$1.15M 2.21% 8
2023
Q2 		$10.2M Buy
94,950
+4,640
+5% +$506K 2.38% 6
2023
Q1 		$9.9M Buy
90,310
+10,470
+13% +$1.16M 2.56% 5
2022
Q4 		$8.81M Sell
79,840
-50,930
-39% -$5.46M 2.79% 3
2022
Q3 		$11.4M Buy
130,770
+14,570
+13% +$1.33M 2.9% 4
2022
Q2 		$9.95M Buy
116,200
+11,300
+11% +$1.02M 3.01% 9
2022
Q1 		$8.66M Buy
104,900
+6,600
+7% +$513K 2.89% 9
2021
Q4 		$6.01M Sell
98,300
-3,270
-3% -$204K 2.79% 12
2021
Q3 		$5.97M Hold
101,570
– – 3.34% 9
2021
Q2 		$6.41M Sell
101,570
-33,330
-25% -$1.99M 3.38% 7
2021
Q1 		$7.53M Sell
134,900
-8,000
-6% -$419K 3.8% 7
2020
Q4 		$5.89M Sell
142,900
-61,100
-30% -$2.29M 2.51% 10
2020
Q3 		$7M Buy
204,000
+100,000
+96% +$4.09M 2.6% 11
2020
Q2 		$4.65M Sell
104,000
-56,385
-35% -$2.53M 2.66% 5
2020
Q1 		$6.09M Buy
160,385
+145,985
+1,014% +$8.06M 3.21% 6
2019
Q4 		$1M Buy
+14,400
New +$996K 0.81% 26

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stamos Capital Partners's XOM Position: Q1 2026 in Review

Stamos Capital Partners reduced its ExxonMobil (XOM) stake by 46% in Q1 2026, selling an estimated $9.33M and leaving 74,583 shares worth $12.7M. The position accounts for 1.98% of the portfolio, ranked #7.

Stamos Capital Partners first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.7M in Q2 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Stamos Capital Partners held 74,583 shares of ExxonMobil worth $12.7M as of Q1 2026.
  • Stamos Capital Partners sold 63,899 ExxonMobil shares in Q1 2026, an estimated $9.33M.
  • ExxonMobil made up 1.98% of Stamos Capital Partners's portfolio in Q1 2026, its #7 holding.
  • Stamos Capital Partners first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Stamos Capital Partners's ExxonMobil position peaked at $17.7M in Q2 2025.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.